Timothy Mol (CRD# 4899051) is an Investment Advisor Representative working at Lpl Financial LLC in Newfoundland, NJ and has over 19 years of experience in the finance industry. Timothy Mol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Affinity Federal Credit Union | Basking Ridge, NJ | Apr 2023 - Current | 1 |
Lpl Financial LLC | Basking Ridge, NJ | Apr 2023 - Current | 1 |
Netherlands Reformed Christian School | Pompton Plains, NJ | Jul 2016 - Current | 7 |
Specific Solutions | Westwood, NJ | Sep 2018 - Apr 2023 | 4 |
Raymond James Financial Services Advisors Inc. | Westwood, NJ | Oct 2017 - Apr 2023 | 5 |
Lakeland Bank | Westwood, NJ | Oct 2017 - Apr 2023 | 5 |
Lakeland Financial Services | Westwood, NJ | Oct 2017 - Apr 2023 | 5 |
Raymond James Financial Services, Inc. | Westwood, NJ | Oct 2017 - Apr 2023 | 5 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus, NJ | Jan 2011 - Oct 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2005 |
S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- NJ
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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